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Nonprofiteer
← HERITAGE SERVICES

Form 990 for tax year 2024

Filed by HERITAGE SERVICES.

Totals

Total revenue
$1,705,344
Total expenses
$1,620,114
Contributions and grants received
$310,000
Grants paid
$0
Program service revenue
$1,203,333
Investment income
$192,011
Other revenue
$0
Total assets, end of year
$7,157,696
Total liabilities, end of year
$538,727
Net assets or fund balances, end of year
$6,618,969
Program services expenses (Part IX)
$1,187,350
Management and general expenses
$432,764
Fundraising expenses
$0
Program service expenses (Part III)
$1,187,350

Program services were 73.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $310,000

  • 2a · Program service revenue: CONSULTING INCOME

    total $1,203,333 · excluded $1,203,333

  • 3 · Investment income

    total $147,332 · excluded $147,332

  • 7a · Gross sales of assets other than inventory

    securities $144,314

  • 7b · Less cost or other basis and sales expenses

    securities $99,635

  • 7c · Gain or loss

    securities $44,679

  • 7d · Net gain or loss

    total $44,679 · excluded $44,679

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $497,920 · program services $497,920

  • 7 · Other salaries and wages

    total $726,836 · program services $420,647 · management and general $306,189

  • 16 · Occupancy

    total $90,569 · program services $69,547 · management and general $21,022

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $185,347 · program services $80,608 · management and general $104,739

  • 24b · Other expenses: PROJECT COSTS

    total $94,791 · program services $94,791

  • 24c · Other expenses: SPECIAL EVENTS

    total $23,837 · program services $23,837

  • 24d · Other expenses: BANK FEES

    total $814 · management and general $814

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $125,448 · end of year $520,249

  • 2 · Savings and temporary cash investments

    beginning of year $1,439,249 · end of year $890,460

  • 4 · Accounts receivable

    beginning of year $116,667 · end of year $100,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,193 · end of year $18,167

  • 10a · Land, buildings and equipment: cost or other basis

    $133,518

  • 10b · Land, buildings and equipment: accumulated depreciation

    $78,008

  • 10c · Land, buildings and equipment, net

    beginning of year $53,412 · end of year $55,510

  • 11 · Investments: publicly traded securities

    beginning of year $4,178,419 · end of year $5,116,889

  • 15 · Other assets

    beginning of year $131,647 · end of year $456,421

  • 17 · Accounts payable and accrued expenses

    beginning of year $63,047 · end of year $152,860

  • 25 · Other liabilities

    beginning of year $94,399 · end of year $385,867

  • 27 · Net assets without donor restrictions

    beginning of year $5,658,589 · end of year $6,463,760

  • 28 · Net assets with donor restrictions

    beginning of year $250,000 · end of year $155,209

Mission and programs · 2024

Mission

HERITAGE SERVICES IS COMMITTED TO DEVELOPING IMPACTFUL PHILANTHROPIC PROJECTS DESIGNED TO ENRICH THE OMAHA COMMUNITY. HERITAGE SERVICES IDENTIFIES SUBSTANTIAL NEEDS OR OPPORTUNITIES WITH HIGH COMMUNITY IMPACT AND SUPPORTS THE REALIZATION OF VIABLE AND SUSTAINABLE CIVIC PROJECTS. HERITAGE WAS INVOLVED IN THE FUNDRAISING AND MANAGEMENT OF CERTAIN PROJECTS IN 2024 INCLUDING THE NEW OMAHA CENTRAL LIBRARY AND A NEW OMAHA CHILDREN'S MUSEUM AT THE RIVERFRONT IN DOWNTOWN OMAHA.

  • HERITAGE SERVICES INCURS CERTAIN OPERATING COSTS IN CONNECTION WITH FULFILLING ITS MISSION OF FUNDRAISING AND MANAGEMENT OF NONPROFIT PROJECTS IN THE OMAHA METROPOLITAN AREA. THESE COSTS INCLUDE CERTAIN SALARIES AND BENEFITS, AND CERTAIN OPERATING AND OFFICE EXPENSES.

    Expenses $1,187,350 · Revenue $1,203,333

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mickey Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Michael R McCarthy

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Mogens C Bay

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Susan A Buffett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Bruce E Grewcock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Scott C Heider

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Karen Linder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Dianne Seeman Lozier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • D David Slosburg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Kenneth E Stinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Lance Fritz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Daniel Waters

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5

  • Rachel Jacobson

    PRESIDENT

    Total calculated
    $375,585
    From this org
    $343,500
    From related orgs
    $0
    Other
    $32,085
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $310,000
    Bonus
    $22,500
    Other
    $11,000
    Deferred
    $22,470
    Nontaxable benefits
    $9,615
    Filer's total
    $375,585

  • Ranae Keckeisen

    TREASURER

    Total calculated
    $162,708
    From this org
    $151,861
    From related orgs
    $0
    Other
    $10,847
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $149,361
    Bonus
    $0
    Other
    $2,500
    Deferred
    $10,847
    Nontaxable benefits
    $0
    Filer's total
    $162,708

  • Tammy Roza

    DIRECTOR OF OPERATIONS

    Total calculated
    $125,466
    From this org
    $114,608
    From related orgs
    $0
    Other
    $10,858
    Hours/week
    35 + 5 related

  • Shannon Gilroy

    VICE PRESIDENT OF DEVELOPMENT

    Total calculated
    $228,527
    From this org
    $201,731
    From related orgs
    $0
    Other
    $26,796
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $201,731
    Bonus
    $0
    Other
    $0
    Deferred
    $22,992
    Nontaxable benefits
    $3,804
    Filer's total
    $228,527

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
19 August 2025
IRS schema version
2024v5.2
Source object
202502319349300225

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